Liberty Wealth Management’s Lam Research LRCX Stock Holding History

Liberty Wealth Management’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$334K	Sell	1,562 -208	-12%	-$46.5K	0.04%	187
2025 Q4	$303K	Sell	1,770 -205	-10%	-$31.9K	0.04%	189
2025 Q3	$264K	Buy	+1,975	New	+$209K	0.04%	196
2024 Q3	–	Sell	-543,100	Closed	-$58K	–	239
2024 Q2	$58K	Buy	+543,100	New	+$52.1M	0.01%	214
2021 Q4	–	Sell	-1,990	Closed	-$117K	–	704
2021 Q3	$117K	Buy	1,990 +1,360	+216%	+$82.7K	0.04%	260
2021 Q2	$41K	Buy	+630	New	+$39.8K	0.02%	359
2021 Q1	–	Sell	-10	Closed	–	–	997
2020 Q4	$0	Buy	+10	New	+$421	﹤0.01%	1021
2020 Q2	–	Sell	-40	Closed	-$1K	–	931
2020 Q1	$1K	Buy	+40	New	+$1.15K	﹤0.01%	816
2019 Q3	–	Sell	-180	Closed	-$3K	–	930
2019 Q2	$3K	Buy	+180	New	+$3.42K	﹤0.01%	724
2019 Q1	–	Sell	-830	Closed	-$11K	–	796
2018 Q4	$11K	Buy	+830	New	+$11.9K	0.01%	416

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Liberty Wealth Management's LRCX Position: Q1 2026 in Review

Liberty Wealth Management reduced its Lam Research (LRCX) stake by 12% in Q1 2026, selling an estimated $46.5K and leaving 1,562 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #187.

Liberty Wealth Management first reported a position in LRCX in Q4 2018 and has held it in 10 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Liberty Wealth Management held 1,562 shares of Lam Research worth $334K as of Q1 2026.
Liberty Wealth Management sold 208 Lam Research shares in Q1 2026, an estimated $46.5K.
Lam Research made up 0.04% of Liberty Wealth Management's portfolio in Q1 2026, its #187 holding.
Liberty Wealth Management first reported a position in Lam Research in Q4 2018 and has held it in 10 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.